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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,783 | $132,099+48.2% | $115,599+69.4% | $138,895+41.0% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.3%+20.5pp | 79.9%+14.8pp |
| Annual return | 14.55% | 176.76%-162.2pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $23,750 | $3,416+595.2% | $2,955+703.6% | $4,194+466.2% |
| Participant deferral / active EE | $38,083 | $5,617+578.0% | $4,889+678.9% | $6,396+495.4% |
| Admin fee / account holder | $36,312 | $15,650+132.0% | $12,841+182.8% | $12,562+189.1% |